Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EverQuote, Inc.EVER · Entity 2081 | Chief Marketing Officer | August 17, 2021 | August 19, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EverQuote, Inc.
Report date August 17, 2021 · Filed August 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 44,541 |
Ending reported balance
After 2021-08-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-17 · Sale · Disposed 1,426 · Balance 44,584 F1: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. Row 2 · 2021-08-17 · Sale · Disposed 43 · Balance 44,541 F1: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 17, 2021 Filed Aug 19, 2021 22:24 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 43 | $18.98 | $816.14 |
DisclosureSEC source: 0000899243-21-033695 · doc4.xml · nonDerivative · entry 2 Lister Craig · CIK 0001838281 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,541 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 22:24 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 1,426 | $19.17 | $27,336.42 |
DisclosureSEC source: 0000899243-21-033695 · doc4.xml · nonDerivative · entry 1 Lister Craig · CIK 0001838281 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,584 F1 · shares: The sale reported was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 6, 2021 and represents the sale of shares necessary to meet tax withholding obligations as a result of vesting in restricted stock units on August 15, 2021. The sale does not represent a discretionary trade by the reporting person. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:32 UTC | EverQuote, Inc. EVER · Entity 2081 | SaleClass A Common Stock | 2,770 | $30.29 | $83,903.30 |
DisclosureSEC source: 0000899243-21-020216 · doc4.xml · nonDerivative · entry 2 Lister Craig · CIK 0001838281 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,010 Read SEC document |
| February 23, 2021 Filed May 20, 2021 21:32 UTC | EverQuote, Inc. EVER · Entity 2081 | GrantClass A Common Stock | 48,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020216 · doc4.xml · nonDerivative · entry 1 Lister Craig · CIK 0001838281 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,780 F1 · shares: Consists of shares of Class A Common Stock issuable under 48,780 restricted stock units ("RSUs"). Each RSU represents the right to receive one share of Class A Common Stock upon vesting. The vesting start date for the RSUs is May 15, 2021. The RSUs are scheduled to vest quarterly over a period of three years with an initial 8,130 shares vesting on May 15, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.